Equipped For Success

MedicalPRM incorporates tools and workflows into
our solution that can maximize every opportunity

Knowledge is Power

Know who your prospects are, where they come from, and what they want.

  • Capture every opportunity

  • Consolidate all prospects from every marketing channel

  • Assign lead rate (hot, medium, or cold)

  • Assign lead status (new, in progress, won, or lost)

  • Create follow up calendar events

  • Understand marketing channels

  • Focus resources on what generates consults and revenue

Grow as a Practice

Empower staff with the right tools that enable them to quickly capture prospect data, and follow up as often as necessary.

  • Define roles and access levels

  • Create custom workflows to ensure follow ups

  • Color-code leads to focus on who is “hot”

  • Manage lead status to ensure every new lead is contacted ASAP

  • Review staff work product and conversion rates

Data at your fingertips.

Turn information into a strategic, reliable, and valuable asset all the way from the initial inquiry through booking the consult, and all the way to checkout.

MAXIMIZE EFFECIENCY

Control your CRM with your custom data fields and workflows

  • Products & Services

  • Custom prospect follow-up workflows

  • Main and sub-lead sources

  • Required data capture fields

  • Report drill-downs

  • Custom Web forms

  • Employee role and accessibility

  • Notifications & Alerts

MASTER YOUR MARKETING

An automated, logic-driven prospect management system reduces time-spent and errors – for accurate marketing reports

  • Track leads by channel, source, and even specific marketing campaign

  • Assign dollar values to understand campaign ROI

  • Focus on what’s NOT working, and eliminate operational waste and overhead

  • Improve staff training to overcome logged objections